| DDimensional维度ETF信托DFAC |
| 22.17% | 21.94% | $2,325.3万 | 52.4万股 | $2,135.1万 | 54.9万股 | -2.5万股-4.59% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 7.09% | 6.79% | $743.3万 | 25.5万股 | $661.0万 | 26.1万股 | -5,917股-2.27% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.48% | 6.46% | $679.5万 | 9.7万股 | $628.9万 | 10.1万股 | -3,497股-3.47% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 5.7% | 5.75% | $598.4万 | 15.4万股 | $559.6万 | 16.0万股 | -5,446股-3.41% | 减仓 |
| DDimensional维度·USDFUV |
| 5.42% | 5.48% | $568.3万 | 10.3万股 | $533.1万 | 11.0万股 | -6,713股-6.10% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.69% | 5.74% | $491.6万 | 9.1万股 | $558.4万 | 10.6万股 | -1.5万股-13.97% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.19% | 3.09% | $334.5万 | 8.2万股 | $300.7万 | 8.7万股 | -4,718股-5.42% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 3.08% | 3.11% | $323.5万 | 11.2万股 | $302.6万 | 11.4万股 | -2,176股-1.91% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3% | 3.23% | $314.8万 | 5.3万股 | $314.1万 | 5.3万股 | +628股+1.19% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.61% | 2.72% | $273.6万 | 2.7万股 | $265.1万 | 2.7万股 | +7股+0.03% | 加仓 |
| AAvantis·U SAVUV |
| 2.46% | 2.55% | $258.1万 | 2.1万股 | $248.1万 | 2.2万股 | -1,767股-7.87% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.46% | 2.51% | $258.0万 | 7.0万股 | $244.1万 | 7.2万股 | -1,833股-2.55% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.44% | 2.31% | $256.4万 | 5.0万股 | $224.8万 | 5.0万股 | -225股-0.45% | 减仓 |
| IiShares安硕信托IVLU |
| 1.92% | 1.96% | $201.4万 | 4.8万股 | $191.1万 | 4.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 1.8% | 1.61% | $188.8万 | 1.1万股 | $156.4万 | 1.1万股 | +508股+4.63% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.79% | 2.12% | $187.5万 | 4.7万股 | $206.7万 | 5.2万股 | -5,696股-10.87% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.63% | 1.82% | $171.3万 | 2.0万股 | $176.8万 | 2.3万股 | -2,891股-12.61% | 减仓 |
| G通用动力VTI |
| 1.52% | 1.42% | $159.4万 | 4,308股 | $138.2万 | 4,308股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 1.34% | 1.46% | $140.5万 | 1.2万股 | $141.8万 | 1.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.05% | 0.97% | $110.4万 | 3,816股 | $94.6万 | 3,729股 | +87股+2.33% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.99% | 1.1% | $104.3万 | 2.8万股 | $107.4万 | 3.0万股 | -2,234股-7.39% | 减仓 |
 微软MSFT |
| 0.97% | 1.1% | $102.2万 | 2,741股 | $107.1万 | 2,892股 | -151股-5.22% | 减仓 |
 英伟达NVDA |
| 0.91% | 0.85% | $95.1万 | 4,754股 | $82.9万 | 4,754股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.88% | 0.77% | $92.8万 | 1.9万股 | $75.1万 | 1.6万股 | +3,521股+22.46% | 加仓 |
 谷歌AGOOGL |
| 0.88% | 0.77% | $91.8万 | 2,569股 | $74.7万 | 2,597股 | -28股-1.08% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.86% | 0.65% | $90.2万 | 2.6万股 | $63.7万 | 2.0万股 | +6,678股+33.80% | 加仓 |
 帕兰提尔PLTR |
| 0.83% | 1.2% | $87.5万 | 7,496股 | $117.2万 | 8,013股 | -517股-6.45% | 减仓 |
 摩根大通JPM |
| 0.77% | 0.74% | $80.8万 | 2,468股 | $71.5万 | 2,432股 | +36股+1.48% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.73% | 0.58% | $76.4万 | 1.5万股 | $56.5万 | 1.1万股 | +3,886股+34.33% | 加仓 |
 美光科技MU |
| 0.64% | 0.25% | $66.7万 | 578股 | $24.6万 | 729股 | -151股-20.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.55% | $66.1万 | 1,870股 | $53.6万 | 1,870股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.57% | 0.53% | $59.4万 | 2,494股 | $51.9万 | 2,494股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.55% | 0.55% | $57.9万 | 6,499股 | $53.4万 | 6,393股 | +106股+1.66% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.52% | 0.61% | $54.3万 | 1.1万股 | $59.1万 | 1.2万股 | -964股-7.81% | 减仓 |
 VisaV |
| 0.5% | 0.47% | $52.6万 | 1,532股 | $45.8万 | 1,515股 | +17股+1.12% | 加仓 |
 英特尔INTC |
| 0.49% | — | $51.3万 | 3,676股 | $0 | 0股 | +3,676股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.47% | 0.52% | $49.5万 | 6,348股 | $50.8万 | 6,473股 | -125股-1.93% | 减仓 |
| IiShares安硕信托IXUS |
| 0.45% | 0.51% | $47.4万 | 4,963股 | $50.1万 | 5,779股 | -816股-14.12% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.42% | 0.31% | $43.8万 | 221股 | $30.5万 | 221股 | 00.00% | 持仓不变 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.39% | 0.38% | $41.3万 | 9,905股 | $36.7万 | 9,994股 | -89股-0.89% | 减仓 |
 西部数据WDC |
| 0.38% | — | $40.3万 | 631股 | $0 | 0股 | +631股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.34% | 0.33% | $35.3万 | 1,661股 | $32.0万 | 1,667股 | -6股-0.36% | 减仓 |
| F第一信托交易所交易基金FDM |
| 0.33% | — | $34.6万 | 3,713股 | $0 | 0股 | +3,713股 | 新买入 |
 宝洁PG |
| 0.32% | 0.34% | $33.8万 | 2,304股 | $33.3万 | 2,308股 | -4股-0.17% | 减仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.28% | 0.28% | $29.6万 | 6,318股 | $27.5万 | 5,875股 | +443股+7.54% | 加仓 |
 爱迪生国际EIX |
| 0.26% | 0.28% | $27.3万 | 3,669股 | $26.8万 | 3,669股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.25% | 0.27% | $26.3万 | 6,386股 | $26.0万 | 6,672股 | -286股-4.29% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.23% | $26.1万 | 380股 | $22.7万 | 380股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.24% | 0.23% | $25.6万 | 1,787股 | $22.6万 | 1,787股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 0.24% | — | $25.5万 | 527股 | $0 | 0股 | +527股 | 新买入 |
